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Agent CRM Team
1 Min Read

Tom Stapleton asked us, “Is it possible to block people from booking appointments on a specific day, like a holiday?” “This is a great question that any Agent CRM user might have! I created this loom video showing how to do it for other people’s…

Agent CRM Team
1 Min Read

Becky Chopek Wilson asked us, “If we want to use our dialer number for a reply for seminars, how do we set it up so it gets registered to the correct agent and seminar?” “If you have multiple Agent CRM numbers, you can assign a…

Agent CRM Team
1 Min Read

Sandra Quinn-Bailey asked us, “We are trying to set up a funnel using click and play. While testing it, I do not receive an email or text. Where will the results go? Thank you” “https://www.loom.com/share/0c983bf427a243c68fa1417b30e29b02 In this loom I showed you the whole picture and where…